Financial Services Consultant

Company Description
Primerica is a prominent North American financial services provider headquartered in Duluth, GA. With a network of over 151,000 licensed independent representatives, supported by more than 2,800 corporate employees, the company offers financial education and a wide range of products, including term life insurance, mutual funds, annuities, managed investments, and mortgages. Founded nearly 49 years ago, Primerica is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI." Committed to empowering middle-income families, Primerica also provides entrepreneurial individuals with opportunities to build their own financial services business. Learn more about Primerica at www.primericabusinessopportunity.com.
Role Description
This is a part-time, remote position for a Financial Services Consultant. The consultant will provide personalized financial consultations, assist clients in understanding and selecting appropriate financial products and services, and educate families on strategies to meet their financial goals. Typical tasks will include analyzing financial information, developing tailored recommendations, and supporting clients' decision-making processes. Collaboration with clients to review and adjust their financial plans over time is also a key component of the role.
Qualifications
Strong Analytical Skills and a demonstrated ability to evaluate financial information
Knowledge of Finance, Financial Services, and Consulting practices
Excellent Communication skills for explaining financial concepts and building relationships with clients
Ability to work independently in a remote, part-time capacity
Experience with financial planning, sales, or customer service is a plus
Licenses in financial services or willingness to obtain required certifications
A passion for helping families achieve financial security and long-term success

Work arrangement
Yes